Cortana voice commands in MS CRM for phones

You can use the following CRM voice commands with Cortana if you’re using Cortana on Windows 8.1 phones. Cortana voice commands for CRM are only available in English at this time.

To do this in CRM Say this
Open an item CRM open <item> called <item name>.

Example:

“CRM open account called Contoso.”

Variation:

“CRM open account named Contoso.”

Show a view CRM show <view name>.

Example:

“CRM show my active accounts.”

Variation:

“CRM show me my active accounts.”

Search for an item CRM find <item> called <name>.

Example:

“CRM find account called Contoso.”

Variation:

“CRM find account named Contoso.”

Create a new item CRM create <item type> called <item name>.

Example:

“CRM create contact called Maria Campbell.”

Variation:

“CRM add new contact named Maria Campbell.”

Create a phone call activity CRM remind me to call <call name>.

Example:

“CRM remind me to call Maria Campbell to set up appointment.”

Create an appointment CRM schedule meeting to <subject>.

Example:

“CRM schedule meeting to discuss quote with Maria Campbell.”

Create a task CRM remind me to <task name>.

Example:

“CRM remind me to email Maria Campbell.”

Variations:

“CRM follow up Maria Campbell.”

“CRM follow up with Maria Campbell.”

“CRM follow up on Contoso.”

Open task list CRM what should I do next?

Example:

“CRM what should I do next?”

Note
The create commands work only with Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. The other commands work with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online as well as Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update.

Demo Video

Advertisements

6 thoughts on “Cortana voice commands in MS CRM for phones

  1. hey there and thank you for your information – I have certainly picked up something new from right here. I did however expertise some technical issues using this site, as I experienced to reload the web site lots of times previous to I could get it to load properly. I had been wondering if your hosting is OK? Not that I’m complaining, but slow loading instances times will sometimes affect your placement in google and could damage your high-quality score if ads and marketing with Adwords. Anyway I am adding this RSS to my e-mail and could look out for a lot more of your respective fascinating content. Ensure that you update this again very soon..

    Like

  2. Hello I am so excited I found your site, I really found you by error, while I was looking on Yahoo for something else, Nonetheless I am here now and would just like to say thank you for a tremendous post and a all round entertaining blog (I also love the theme/design), I don’t have time to read it all at the minute but I have bookmarked it and also included your RSS feeds, so when I have time I will be back to read a great deal more, Please do keep up the excellent work.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s